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DODOCU

DocuSign, Inc.

$DOCU·$12B·Software - Application·Technology
$66.27+3.5%YTD-16.1%1Y-10.5%
Mentions · last 7 days
2026-08-22: 1 posts2026-08-23: 5 posts45-2%
Price updated 8h ago·X counts updated 8d ago
DODOCU
$DOCUDocuSign, Inc.
$66.27+3.55%45 posts-2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DOCU, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

DocuSign — Q1 EPS beat 9.7%, Google Cloud Gemini Enterprise partnership Aug 25, unusual LEAP call flow, sits at 51% of 52w range with SaaS re-rating tailwind.

DocuSign is the largest US e-signature software franchise pivoting into 'agreement intelligence' — AI-driven contract analysis on top of the signature workflow. The equity is a growth-quality name benefiting from a specific SaaS-cohort re-rating and a fresh Google Cloud strategic deal.

  • Q1 fiscal 2027 EPS $1.09 beat $0.99 consensus by 9.7% on revenue $830M — the beat cadence is consistent (+9.7%, +6.3%, +10.3%, +8.6%), and Q4 fiscal 2026 revenue grew 7.8% YoY, Q3 +8.4%, Q2 +8.8% — steady 8%+ growth on a large base.
  • The Aug 25 Google Cloud partnership is the specific strategic catalyst: DocuSign is bringing 'trusted Agreement Intelligence to Google Cloud's Gemini Enterprise for Legal' — that's a specific Enterprise-Legal AI-agent integration, positioning DocuSign as the agreement-workflow layer in the Google AI stack.
  • Fundamentals are quality-compounder: P/E 34, P/S 3.2, gross margin 79%, EV/EBITDA 17.4, FCF yield 10.4%, ROIC 12%, debt/equity 0.10 (essentially unlevered) — real earnings power at reasonable multiples for the growth profile.
  • Insider tape is quiet Rule 10b5-1 selling — Beer 450 shares at $64 (Aug 28), Grayson 15K at $60 (Aug 11), plus a Trollope M-Exempt exercise — routine executive-comp activity, nothing that reads as informed selling.
  • Stock sits at 51% of 52-week range, 20% above 50-day, 19% above 200-day — the tape has recovered but is not yet extended; SaaS-cohort re-rating catalysts (rumored Silver Lake acquisition of Workday) are pulling multi-tenant SaaS multiples higher across the group.

What extends the run is the Sept 3 print topping $1.09 EPS plus specific Agreement Intelligence customer wins tied to the Google Cloud partnership — both ratify the AI-agreement-workflow thesis. What breaks it is a large enterprise renewal pushing out to Q4 or a specific pricing-pressure disclosure from Adobe Sign competition, either of which reopens the mature-market growth question.

Agrees with X sentimentThe bullish X take — rumored Silver Lake acquisition of Workday as broader SaaS re-rating catalyst pushing DOCU higher with unusual call premium, DOCU regaining the 200-week MA and printing an RSI buy signal, ~$2M of Jan 2028 $77.50 calls bought and ~$2M of the corresponding puts sold — captures the SaaS-cohort-re-rating-with-AI-optionality setup exactly.

What to watch: Sept 3 print topping $1.09 EPS plus specific Agreement Intelligence customer wins tied to the Google Cloud partnership extends the run; a large enterprise renewal pushout or Adobe Sign pricing-pressure disclosure reopens the mature-market growth question.

On the calendar: 2026-09-03 — Q2 fiscal 2027 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-18

Chatter is bullish on DocuSign. Rumored Silver Lake acquisition of Workday is described as a broader SaaS-cohort re-rating catalyst that pushed DOCU higher with unusual call premium into the move. Bulls note DOCU regained the 200-week moving average, an RSI buy signal already printed, and a 2-week-chart buy signal is on deck. Unusual LEAP flow includes ~$2M of Jan 2028 $77.50 calls bought and ~$2M of the corresponding puts sold — both bullish. A skeptic flags AI-generated interpretation of signable agreements as a future litigation risk.

Read the AI verdict + X sentiment for $DOCU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

E-signature and contract lifecycle management software helping businesses digitize end-to-end agreement workflows.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $DOCU.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $DOCU

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; E-signature and contract lifecycle management software helping businesses digitize end-to-end agreement workflows.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
79.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 4, 2026$1.09$0.99+9.7%
Q4 2025Mar 17, 2026$1.01$0.95+6.3%
Q3 2025Dec 4, 2025$1.01$0.92+10.3%
Q2 2025Sep 4, 2025$0.92$0.85+8.6%
Next earningsThu, Sep 3·consensus EPS $1.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$836.9M+7.8%79.7%10.5%$0.45$350.2M
Q3 FY26$818.4M+8.4%79.2%10.4%$0.41$262.9M
Q2 FY26$800.6M+8.8%79.3%8.1%$0.31$217.6M
Q1 FY26$763.7M+7.6%79.4%7.9%$0.35$227.8M

Forward consensus

4-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.2B$3.1B – $3.2B$3.79$3.75 – $3.8515
FY27$3.5B$3.4B – $3.5B$4.52$4.44 – $4.6016
FY28$3.8B$3.7B – $3.8B$5.09$4.97 – $5.2616
FY29$4.0B$3.7B – $4.2B$5.54$4.17 – $7.0010

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.56%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+23.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 189.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 28James A BeerDirector450 sh$29KSellAug 7Grayson Blake JeffreyCFO15.0K sh$900KSellJul 1Paula HansenChief Revenue Officer6.0K sh$273KSellJul 1Allan C. ThygesenCEO26.3K sh$1.2MSellJul 1James P ShaughnessyChief Legal Officer12.0K sh$546KSellJul 1Grayson Blake JeffreyCFO15.0K sh$683KSellJun 22Robert ChatwaniPresident15.9K sh$684KSellJun 5Anna MarrsDirector363 sh$18KSellJun 2James A BeerDirector450 sh$25KSellJun 2Anna MarrsDirector365 sh$20K
1–10 of 16
+ 50 other (22 exempts · 18 awards · 9 inkinds · 1 gift) in window

See when $DOCU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
AI summary

DOCU (DOCU) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on the election of directors, an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsMay 123
AI summary

Rowan M. Trollope filed an initial Form 3 for DocuSign, Inc. (DOCU) as of May 2, 2026, reporting initial beneficial ownership as a new Section 16 insider upon joining the company's executive team or board. Routine compliance filing for the agreement cloud company.

8-KOfficer or director changeMay 68-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

DocuSign (DOCU) appointed Rowan Trollope to its board of directors as a Class III director, effective May 2, 2026, to fill a vacancy. Trollope was also named to a board committee, as detailed in the filing. DocuSign is a leading provider of electronic signature and agreement management software.

3New insider — initial holdingsMar 243
8-KOfficer or director changeMar 68-K — Item 5.02: Officer or director change
+ 14 other (4 proxys · 4 13Gs · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

DOCU vs. ADSK: Which Stock Is the Better Value Option?zacks.com·5d agoDocuSign (DOCU) Earnings Expected to Grow: Should You Buy?zacks.com·5d agoBank of Nova Scotia Buys New Shares in Docusign Inc. $DOCUdefenseworld.net·6d agoDocuSign (DOCU) Stock Dips While Market Gains: Key Factszacks.com·6d agoDocusign Brings Trusted Agreement Intelligence to Google Cloud's Gemini Enterprise for Legalprnewswire.com·7d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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Voices on X · top 4 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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